Oklahoma City Community Foundation
P.O. Box 1146
Oklahoma City OK 73101-1146
Tax Exempt Status Public Supported Charity
Organization Does Business As (DBA) Name(s)
Organization DBA
Oklahoma City Community Foundation
Mission Statement
The mission of the Oklahoma City Community Foundation, a nonprofit public charity, is to serve the charitable needs of its donors and the Oklahoma City area through the development and administration of endowment and other charitable funds with the goal of preserving capital and enhancing value.
 
The mission will be fulfilled by pursuit of these goals:
  • Provide convenient, efficient and effective ways through which donors can contribute assets to charitable purposes.
  • Encourage donors to create funds that will benefit the community both now and in the future. Advocate for the development of endowment funds and provide appropriate means by which permanent endowment funds can be built and wisely managed to provide long-term support.
  • Develop restricted and unrestricted community endowments which shall be used to develop, facilitate, coordinate and enhance services that meet the changing needs of the community.
Contact Information
Contact Name Nancy Anthony
Contact email info@occf.org
Address P.O. Box 1146
Oklahoma City, OK 73101 1146
Phone (405) 235-5603
Fax 405-235-5612
County Oklahoma County
Alternate Address 1000 N. Broadway Ave.
Oklahoma City OK 73102 5827
How to Give
Donate with Credit Card https://www.occf.org/onlinegiving.html
Other ways to donate, support or volunteer
We can accept a variety of gifts and provide the maximum tax benefits available. Gifts we can accept include:
  • Cash
  • Real Estate
  • Business-Related Assets
  • Appreciated Stocks, Bonds and Mutual Funds
  • Oil and Gas Interests & Royalty Interests
  • Life Insurance
  • Retirement Plan Assets
We also work with donors and their professional advisors on creating charitable gifts as part of an estate plan.  Examples of types of planned gifts:
  • Charitable Gift Annuities
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Bequests
  • Retirement Plan Assets
  • Retained Life Estate Gifts
Visit www.occf.org or contact us at 405/235-5603 for more information. 
Financial Summary
 
 
Projected Revenue $75,155,136.00
Projected Expenses $34,267,548.00
History and Background
Former Names
NameYear
n/a
Year Founded 1969
IRS Ruling Year 1969
State Registration Expiration July 2016
Statements
Mission
The mission of the Oklahoma City Community Foundation, a nonprofit public charity, is to serve the charitable needs of its donors and the Oklahoma City area through the development and administration of endowment and other charitable funds with the goal of preserving capital and enhancing value.
 
The mission will be fulfilled by pursuit of these goals:
  • Provide convenient, efficient and effective ways through which donors can contribute assets to charitable purposes.
  • Encourage donors to create funds that will benefit the community both now and in the future. Advocate for the development of endowment funds and provide appropriate means by which permanent endowment funds can be built and wisely managed to provide long-term support.
  • Develop restricted and unrestricted community endowments which shall be used to develop, facilitate, coordinate and enhance services that meet the changing needs of the community.
Background Oilman and philanthropist John E. Kirkpatrick and eight fellow business leaders founded the Oklahoma City Community Foundation in 1969 as a place where donors could create easily create charitable endowments for the benefit of the community.

The group was spurred into action by the passage of the National Tax Reform Act of 1969 that imposed new restrictions on private foundations. As a result, the considerable tax advantages of contributing to a public community foundation made sense. Endowment funds created by donors could provide long-term support for charities, scholarships and a variety of community needs as well as a maximum tax benefit to the donor.

Designed to meet the test of time, the Oklahoma City Community Foundation was modeled after the Cleveland Foundation, one of the oldest and largest community foundations in the country. From its beginning, the Oklahoma City Community Foundation has operated within a system of checks and balances that ensures accountability and good stewardship. Its structure allows the organization to adapt to the changing needs of the community and to ensure the donor’s intent is preserved.

The first year of operations ended with net worth of $45,299 from one gift. As of June 30, 2011, the Oklahoma City Community Foundation manages more than 1,000 endowment funds with assets in excess of $620 million.
Impact Our Vision Statement:
The Oklahoma City Community Foundation values integrity, stewardship and collaboration. We strive to be enlightened leaders with a long-term perspective of community issues and opportunities, and we encourage and assist donors' philanthropy for the benefit of the community.
CEO/Executive Director Statement
Several years ago, the Trustees revised our Vision Statement and I feel it truly summarizes where this organization is now and where we want to be in the future:
"The Oklahoma City Community Foundation values integrity, stewardship and collaboration. We strive to be enlightened leaders with a long-term perspective of community issues and opportunities, and we encourage and assist donors' philanthropy for the benefit of the community."
Area Served
Area Served
Geographic Area Served
Central Oklahoma
Central Oklahoma
Service Categories
Tertiary Organizational Category Community Improvement, Capacity Building/
Programs
Description
Founded in 1998, the Trustee Scholarship Initiative was established to encourage more students in central Oklahoma to further their education after graduating from high school. Through the Initiative, the Oklahoma City Community Foundation's Board of Trustees has created awards programs and the Central Oklahoma Guidance Counselor Network to help accomplish this goal. Each program and the network are designed to meet very specific needs and opportunities. To date, the Trustee Scholarship Initiative has awarded more than $4.5 million in awards to more than 4,000 students. In addition, the network provides twice annual educational workshops to counselors at 51 public and private high schools in central Oklahoma. You can learn more at here.
 
Strategy
Population Served General/Unspecified
Program Short-term SuccessHelpDescription of short-term achievement(s) or improvement(s) that will result from this program. In 2013, the initiative awarded 154 students each a $1,500 scholarship. These students represented 51 high schools in central Oklahoma.
Program Long-term SuccessHelpDescription of the ultimate change(s) that will result from this program. This may be far into the future or represent an ideal state.
Adults with a college degree can earn nearly 84% more than adults with only a high school diploma. The Trustee Scholarship Initiative will continue to provide annual scholarships to 200 graduating high school seniors in central Oklahoma.
 
The initiative awards scholarships to two sets of students: those who are good students and good citizens as well as students who will be the first in their family to attend college.
Program Success MonitoringHelpDescription of the tools used to measure or track program impact. We track the progression of the students' college careers through various academic services.As of 2010, nearly 60 percent of students who received a scholarship through the Trustee Scholarship Initiative had completed an undergraduate degree.
Examples of Program SuccessHelpSpecific examples of changes in behaviors or testimonies of changes that demonstrate program success.
Jessica Johnson Scott graduated from Mustang High School in 2001. She credits her Community Foundation Scholars award in helping her achieve her dream of becoming a speech pathologist.
 
"The scholarship provided me with much needed financial support," Jessica says. "My father's position was eliminated at work just prior to my arrival at college and this scholarship allowed me to focus on my studies and remain enrolled full time."
 
Jessica earned both a bachelor's and master's degrees in speech-language pathology from the University of Central Oklahoma. Since graduating in 2007, she has worked as a speech pathologist at several public schools and currently works with adults at long-term care facilities.
Description
With more than 320 participating nonprofit organizations, our Charitable Organization Endowment Program is the largest of its kind in the United States.
 
What is a Charitable Organization Endowment? It is a permanent fund established at the Oklahoma City Community Foundation that generates annual income for a nonprofit organization. Our investment and distribution policies take into consideration that theses funds need to provide income to the organizations for years to come.
 
These organizations participating in the program depend upon the annual distributions from their endowment funds to help them meet the diverse needs of our community.
 
As of June 30, 2013, the market value of the program exceeded $165 million and distributions for the year were nearly $6.4 million.
 
To see a directory of the charitable organization endowments, visit Central Oklahoma Charities
Strategy
Population Served General/Unspecified
Program Short-term SuccessHelpDescription of short-term achievement(s) or improvement(s) that will result from this program. In 2013, the market value of the program exceeded $165 million and distributions for the year were nearly $6.4 million.
Program Long-term SuccessHelpDescription of the ultimate change(s) that will result from this program. This may be far into the future or represent an ideal state. Permanent endowment funds provide an annual stream of income for a charitable organization.The Oklahoma City Community Foundation is central Oklahoma's leading advocate for endowment development and has nearly 45 years of experience in effective endowment administration. Our investment and distribution policies allow for long-term endowment growth.
Program Success MonitoringHelpDescription of the tools used to measure or track program impact. Our Charitable Organization Endowment Program is the largest of its type in the United States with more than 320 organizations participating.
Description
Beauty can be defined in may ways. Margaret Annis Boys found beauty in the native trees, flowers and landscapes of Oklahoma. And since 1991, public parks, medians, neighborhoods and schools have benefited from her generosity through the Margaret Annis Boys Trust at the Oklahoma City Community Foundation.
 
A longtime educator in Oklahoma City, Miss Boys worked with her bank trust officer on her estate plans. Based upon her deep appreciation for Oklahoma's native trees and flowers, they determined an estate gift to establish an endowment fund would accomplish her goal of funding beautification projects on public lands in Oklahoma County. Following her death in 1990, we received a bequest from her estate for $1.5 million. Since that time, more than 200 grants have helped to fund beautification projects at dog parks, schools and public gardens.
 
In acknowledgement of her contributions to the community, the arboretum at Will Rogers Park is now known as the Margaret Annis Boys Arboretum.
Strategy
Population Served General/Unspecified Families
Program Short-term SuccessHelpDescription of short-term achievement(s) or improvement(s) that will result from this program. We partnered with the City of Oklahoma City to work with an outside consulting firm to conduct a master plan for the city's park system. The plan was completed in September 2013 and will serve as a road map for future improvements in our parks.
Program Long-term SuccessHelpDescription of the ultimate change(s) that will result from this program. This may be far into the future or represent an ideal state. Work with neighborhoods, city governments and organizations to improve and enhance the public parks and lands in Oklahoma County.
Program Success MonitoringHelpDescription of the tools used to measure or track program impact. We continue to receive requests from neighborhoods and organizations for beautification projects. We have a nearly 100 percent success rate with our plantings thanks to a three-year maintenance plan that grantees must abide by.
Examples of Program SuccessHelpSpecific examples of changes in behaviors or testimonies of changes that demonstrate program success.
The rebirth of Tulsa Park in south central Oklahoma is thanks to the perseverance of the neighborhood and the efforts of Brian Dougherty, program officer for the Margaret Annis Boys Trust. The nearly 10-acre park had become a haven to drug gangs and was littered by graffiti. A determined group of neighbors worked with several organizations on a plan to reclaim the park. Over a four-year period, the group worked with Brian to form a plan. In 2010, they received a $10,000 Margaret Annis Boys Trust grant for the planting of trees and shrubs. Brian was able to put the group in touch with city and county officials who helped with the clean up and further enhancements.
 
Jeanna Daniel, a lifelong resident of the neighborhood, says the rebirth of the park is a dream come true. "It is the heart of the neighborhood once again, just like when I was a little kid."
 
Description Through the Parks & Public Space Initiative, we are supporting the development of existing public parks to meet the health and recreational needs of citizens in Oklahoma County. The Parks & Public Space Initiative is identifying neighborhood and community public parks or public spaces in Oklahoma County for planning, program development and public/private partnerships, which will encourage the use of the parks for recreation, health and wellness activities. To review the guidelines and application process, please click here.
Strategy
Population Served US
Description
The Wellness Initiative was launched in 2014 to promote the integration of physical activity, good nutrition and other healthy lifestyle choices into the daily routines of children and adults living in Oklahoma County. To learn more about the grant guidelines and how to apply, please click here.
 
The Wellness Initiative promotes the integration of physical activity, good nutrition and other healthy lifestyle choices into the daily routines of children and adults living in Oklahoma County. It seeks to work with organizations in developing innovative community-based programs that motivate people of all ages to engage in a sustainableprogram of daily exercise, healthy eating and other wellness activities and inspires them to adopt a healthy lifestyle that minimizes the potential of future illness and disease. The initiative focuses on these daily numbers to live by – OK 5210: 1) 5 or more fruits & vegetables, 2) 2 hours or less of screen time, 3) 1 hour of physical activity and 4) 0 sugar sweetened beverages. Visit www.ok5210.org for more information
Strategy
Population Served US
Comments on Programs
CEO/Executive Director/Board Comments In addition to the programs listed above, the Oklahoma City Community Foundation also administers FinishMyDegree.org, a website for adults who have earned college credits but have left college before earning a degree. FinishMyDegree.org is part of a national initiative, The Talent Dividend Prize, a program created by the nonprofit CEO for Cities. Oklahoma City is one of 51 cities in the United States participating in the program.. At FinishMyDegree.org, adults will find resources about financial aid and links to more than 20 area colleges and universities. When FinishMyDegree.org was launched, the percentage of Oklahoma City area adults who had at least an associate's degree or bachelor's degree was 27.6 percent. It is the goal of the program to increase the national college attainment rate by 1 percent by 2014. Raising the median adult four-year college attainment rate of the top 51 metro areas from 30.7 percent to 31.7 percent would be associated with an increase in income of $143 billion per year for the nation. Learn more about at FinishMyDegree.org.
CEO/Executive Director
CEO/Executive Director Nancy Anthony
Start Date Aug 1985
Email n.anthony@occf.org
Experience

Nancy Anthony joined the Oklahoma City Community Foundation as executive director in 1985 when it had assets of $20 million and one other full-time employee. She has helped direct the growth of the organization to assets in excess of $800 million, 30+ employees and that makes average annual distributions to the Oklahoma City nonprofit community of more than $20 million.
The Oklahoma City Community Foundation is a leader among community foundations in the development of charitable organization endowment funds and administers the country's largest endowment program for nonprofits. It has also focused its discretionary resources on community issues and opportunities where it can provide both resources and leadership. In 1995, the Community Foundation joined with other area organizations to provide leadership in the oversight and distribution of contributions given in response to the bombing of the Murrah Federal Building. The model developed in Oklahoma City for cooperative response to such tragedy has set a standard for the nation. Following the Sept. 11, 2001 terrorist attacks, Anthony provided consultation to charitable organizations in both New York City and Washington, D.C.

A native of Elizabethtown, Kentucky, she received a B.A. from Vanderbilt University, M.A. and M.Phil degree in mathematical statistics from Yale University, and a Ph.D. in biostatistics from the University of Oklahoma Health Sciences Center. As a volunteer, Anthony has served for 25 years as a member of the Metropolitan Library Commission, including six years as chairman. She was honored for her library advocacy by the American Library Association in 2000 and was the recipient of the second Lee B. Brawner Lifetime Achievement Award from the Metropolitan Library System. In 2009, she served as president of the Economic Club of Oklahoma and she is vice chairman of the Oklahoma City Sports Facilities Oversight Committee. She and her husband, Robert H. Anthony have four daughters and three grandchildren.
 
Senior Staff
NameTitle
Ashlee AdamsGiveSmartOKC.org Coordinator
Kelley BarnesDevelopment and Donor Services Manager
James BondsAdministrative Accountant
Tina BurdettGrants & Programs Administrator, Kirkpatrick Family Fund
Neil CambreGraphic Designer/Web Manager
Joe CarterDirector of Planned Giving
Kenneth ConklinDirector of Development
Brian DoughertyProgram Director, Margaret Annis Boys Trust
Liz EickmanDirector, Kirkpatrick Family Fund
Madison EnnengaAdministrative Assistant, Kirkpatrick Family Fund
Gayle FarleyProgram Officer, Charitable Organization Endowment Program
Rick FernandezCoordinator for Counselor and Development Outreach
Kasey GardnerCommunications & Publications Manager
Rhonda GodwinDirector of Administration
Donna HarlessAccounting Support
Lindsay Hightower
Carol HopperAccounting/Compliance & HR Benefits
Megan HornbeekScholarship Fund Coordinator
Caseyna Jones
Shree LedfordDonor & Accounting Support
Cathy LippardController
Sarah Maynard MoehlePrograms Manager, Kirkpatrick Family Fund
Wanda MinterScholarship Program
Mike MurphyDirector of IT
June OwensAccounting Services
Sarah PoolOffice Manager
Sally RayOklahoma City Parks Foundation/Wellness Initiative
Anna-Faye RoseDisaster Relief Fund
Teresa Rose CrookDirector, Community Programs
Bill SchmidFacility Maintenance
Andrew Shepard
Jana SteelmanDonor Services
Jennifer StewartDonor Services
Helen StoutAssistant Controller
Erika WarrenManager, Grants & Programs
Joni Younts
Patricia ZeilerAccountant
Staff
Number of Full-time Staff 34
Number of Part-time Staff 1
Number of Contract Staff 0
Number of Volunteers 1
Are professional development opportunities provided? Yes
Does CEO/Executive Director have formal evaluations? Yes
Management reports to board? Yes
Staff Demographics - Ethnicity
African American/Black 2
Caucasian 31
Hispanic/Latino 1
Native American/American Indian 1
Staff Demographics - Gender
Male 9
Female 26
Organizational Plans
Fundraising Plan Yes
Policy against commission-based compensation for fundraising consultant Yes
Communication Plan Yes
Strategic Plan Yes
Number of Years Strategic Plan Considers 5
Date Strategic Plan Adopted May 2009
Management Succession Plan Yes
Organization Policies and Procedures Yes
External Assessments and Accreditations
Assessment/AccreditationYear
National Standards for U.S. Community Foundations2012
Government Licenses
Is your organization licensed by the government (federal, state and/or local)? No
Comments on Staff & Management
CEO/Executive Director/Board Comments Joni
Board Chair
Name Bond Payne
Company Affiliation Heritage Trust Company
Term July 2016 to June 2018
Board of Directors
List Current as of July 01, 2016
Board of Directors List
NameAffiliationStatus
Steven C. Agee PhDOklahoma City UniversityVoting
Mary Ann Bauman MDIntegris HealthVoting
Mike Collison OPUBCOVoting
Steven C. Davis Hartzog Conger Cason & NevilleVoting
Mark W. Funke Southwest BanCorp.Voting
Leslie Hudson Community VolunteerVoting
Oscar Jackson Secretary of Human Resources & Administration, State of Oklahoma, retiredVoting
Ann Johnstone Community VolunteerVoting
Christian K. Keesee Kirkpatrick BankExofficio
Jenny Love Meyer Love's Travel Stops & Country StoresVoting
Judge Vicki Miles-LaGrange Western District of OklahomaVoting
P.B. Odom IIIP.B. Odom III Land Development CompaniesVoting
Bond Payne Heritage Trust CompanyVoting
David E. Rainbolt BancFirst Corp.Voting
T. Scott Spradling TreasurerSpradling, Kennedy & McPhailVoting
Tony Tyler Tyler MediaVoting
Board Demographics - Ethnicity
African American/Black 2
Caucasian 14
Hispanic/Latino 0
Board Demographics - Gender
Male 11
Female 5
Standing Committees
Audit
Communications / Promotion / Publicity / Public Relations
Executive
Investment
Distributions / Grant Making
Scholarship
Current Fiscal Year
Fiscal Year July 01, 2016-June 30, 2017
Current Year Budgeted Total Income $75,155,136
Current Year Budgeted Total Expenses $34,267,548
IRS Letter of Determination
Prior Three Years' Financial History
Revenue and ExpensesHelpFinancial data for prior years is entered by foundation staff based on the documents submitted by nonprofit organizations.Foundation staff members enter this information to assure consistency in the presentation of financial data across all organizations.
Fiscal Year201620152014
Total Revenue$55,321,925$45,987,196$124,156,287
Total Expenses$39,215,555$29,843,515$33,743,573
Revenue Less Expenses$16,106,370$16,143,681$90,412,714
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201620152014
Contributions------
Foundation and
Corporation Contributions
------
Government Contributions$0$0$0
Federal------
State------
Local------
Unspecified------
Individual Contributions$41,351,610$11,227,021$33,137,945
------
------
Investment Income, Net of Losses$11,534,625$12,752,589$14,143,417
Unrealized Gain/Loss$2,253,874$21,666,201$76,387,555
Membership Dues------
Special Events------
Revenue In-Kind------
Other$181,816$341,385$487,370
Expense Allocation
Fiscal Year201620152014
Program Expense$31,741,929$23,192,215$27,080,290
Administration Expense$3,304,257$2,833,206$2,907,677
Fundraising Expense$789,075$570,807$627,134
Payments to Affiliates$3,380,294$3,247,287$3,128,472
Total Revenue/Total Expenses1.411.543.68
Program Expense/Total Expenses81%78%80%
Fundraising Expense/Contributed Revenue2%5%2%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$848,856,184$833,040,595$813,370,963
Current Assets$799,727,292$786,077,952$750,411,055
Long-Term Liabilities$100,316,508$102,296,378$97,667,832
Current Liabilities$8,558,179$6,869,090$7,971,685
Total Net Assets$739,981,497$723,875,127$707,731,446
Solvency
Short Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities93.45114.4494.13
Long Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets12%12%12%
Funding Sources
Top Funding Sources
Fiscal Year201620152014
Top Funding Source & Dollar AmountIndividuals $41,351,610Realized & Unrealized Gains/Losses $21,666,201Realized & Unrealized Gains $76,387,555
Second Highest Funding Source & Dollar AmountInvestment Income $11,534,625Investment Income $12,752,589Individuals $33,137,945
Third Highest Funding Source & Dollar AmountRealized & Unrealized Gain $2,253,874Individuals $11,227,021Investment Income $14,143,417
Endowment? Yes
Endowment Spending Policy Percentage
Endowment Spending Policy Percentage (if selected) 5 %
Credit Line? No
Reserve Fund? No
Capital Campaign
Currently in a Capital Campaign? No
Capital Campaign Anticipated in Next Five Years? No
Comments on Financials
CEO/Executive Director/Board Comments
Due to the variability of revenue and expense from year to year, the projected revenue and expenses are based upon a three-year average of audited financial information. Included in the expenses are grants and annual distributions made to charitable organizations and programs.
 
Foundation Staff Comments
The audited financial information includes both the Oklahoma City Community Foundation and the 30 supporting organizations of the Oklahoma City Community Foundation.  The 990s are ONLY for the Oklahoma City Community Foundation, Inc. and do NOT include the supporting organizations' information.  Each supporting organization files its own Form 990.  Open any of the attached Form 990.pdf documents and look at the 'related organizations' attachment or Schedule R for the list of supporting organizations. 
 
Annual 'Total Revenues Amount' shown above includes contributions, interest, dividends, administrative fees and unrealized gains & losses.  'Payments to Affiliates' is actually 'Investment expenses and management fees' as shown in the audited financials.
  
Organizations with a GiveSmartOKC profile are responsible for updating information annually within 45 days following the end of their fiscal year.  
 
 
Address P.O. Box 1146
Oklahoma City, OK 73101 1146
Primary Phone 405 235-5603
Contact Email info@occf.org
CEO/Executive Director Nancy Anthony
Board Chair Bond Payne
Board Chair Company Affiliation Heritage Trust Company